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  1. 4 votes

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  2. 18 votes

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    An error occurred while saving the comment
    AdminShona Levitt (Customer Success Manager, PandaDoc) commented  · 

    Really needed for customer's Sales team to allow them to still be able to edit the text block but prevent them from moving it within the document.

    AdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea  · 
  3. 18 votes

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    AdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea  · 
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    AdminShona Levitt (Customer Success Manager, PandaDoc) commented  · 

    Use Case: We use Bulk Sent to send and enrollment form to each parent. The document has fields we prepopulate with the student’s first name last name and the parents name. The parent then needs to sign it. We send these out in bulk to the entire school at once. Because parents often have more than 1 child enrolled at the same school, the bulk file includes one row for each child. The parent uses the same email address for themselves for each child. When we upload and send the file via bulk send, it only sends it to the first record in the file, not one document per child to the same parent. The work around we do is upload several files, ensuring that parents that have multiple children have only one record/row in each file. This is burdensome because we have to identify which parents/email addresses appear multiple times in the bulk file and then pull them out into separate files – doing usually 3 or 4 bulk sends per school instead of one.

  4. 48 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    AdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea  · 
  5. 18 votes

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    An error occurred while saving the comment
    AdminShona Levitt (Customer Success Manager, PandaDoc) commented  · 

    When revising quotes, customer may remove a line item but needs to keep the correct number sequence, so that if they remove Line Item 3, it will automatically adjust and not reflect 1, 2, 4, etc.

    AdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea  · 
  6. 10 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    AdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea  · 
  7. 3 votes

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    AdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea  · 
  8. 35 votes

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    AdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea  · 
  9. 4 votes

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    AdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea  · 
  10. 22 votes

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    AdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea  · 
  11. 579 votes

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    AdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea  · 
  12. 246 votes

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    AdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea  · 
  13. 26 votes

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    AdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea  · 
  14. 101 votes

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    AdminShona Levitt (Customer Success Manager, PandaDoc) supported this idea  · 
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    AdminShona Levitt (Customer Success Manager, PandaDoc) commented  · 

    Agreed! I also have a customer who finds this very frustrating that the document can expire at the beginning of the expiration date and not at the end.